Events

Moderator: Brian Langerman
Speaker: Deb Alt, Danielle DuFour, Sarah Walden

Join us for an exclusive panel discussion where Applied Net attendees share their most valuable takeaways, standout sessions, and the innovative ideas that left a lasting impact. This dynamic conversation will highlight real-world insights from peers across the industry — from emerging technologies and automation strategies to customer experience innovations and operational best practices. Whether you attended Applied Net or are looking to catch up on what you missed, this session will leave you inspired and informed with actionable ideas to take back to your organization.

Speaker: Julie Levine

In this session, we’ll explore how to effectively utilize tasks in Epic to streamline workflows, enhance team collaboration, and reduce exposure to errors and omissions (E&O). Through real-world examples—such as managing renewals involving multiple team members—you'll learn how tasks can bring clarity and accountability to shared activities. We’ll also cover how tasks can support training for new team members, and serve as a valuable tool during employee onboarding or offboarding, ensuring a smooth transition with minimal disruption.

Join engaging peer-led discussions to explore AI's impact on your agency, exchange experiences, and share innovative strategies for success.

Speaker: Jeff Knauss — CEO & Co-Founder, Arcovo AI

In this engaging and eye-opening keynote, Jeff Knauss breaks down the real-world impact of AI in a way that’s both inspiring and deeply practical. Designed for business leaders, operators, and forward-thinking teams, this session explores how AI-powered digital employees are transforming operations across industries.

Attendees will walk away with:

• A clear understanding of what AI employees (“agents”) are, how they work, and the impact they are having today.
• Real examples of how businesses are saving time, cutting costs, and scaling faster by automating repetitive work.
• A framework for identifying where AI can deliver the most value inside their own company.
• Live prompt-engineering frameworks to use AI more strategically — designed for real business ROI.

Speaker: Kathryn Lerch

As service expectations rise and staffing costs climb, many agencies are rethinking traditional service team models. This session explores how forward-thinking firms are shifting from fully licensed CSR structures toward blended teams that leverage offshore virtual assistants (VAs) and robotic process automation (RPA). Drawing from real-world implementation experience, Kathryn Lerch will share how her agency restructured service operations to empower licensed staff to handle more complex work while improving overall efficiency and reducing overhead. The discussion will include practical steps for evaluating which tasks can be automated or offshored, strategies for managing quality and compliance, and how to navigate the industry’s unique regulatory constraints. Participants will leave with an actionable framework for modernizing their own service teams, plus insights into how to align technology, people, and process for scalable growth.

Speaker: Jorge Martinez, Michael Westeros

Join Ivans for an overview of Ivans Exchange and Ivans Download to drive data into your Applied or EZLynx AMS. This session will highlight how Ivans is helping carriers, agencies, and partners streamline data exchange and improve operational efficiency and support disaster preparedness initiatives.

Speaker: Neil Rekhi

Explore the rapidly evolving world of personal cyber insurance and discover how you can help protect your clients from the increasing risks of cyber threats. We’ll cover the current state of cybersecurity, key risks and trends, how personal cyber differs from other offerings, best practices to help individuals stay cyber safe, and practical tips to market and sell personal cyber insurance to your clients.

Panel: Melissa Zornes, Michelle Price, Natasha Nowicki, Amanda Crawford, and Ann Satovich

A dynamic discussion with industry experts sharing real-world examples of how AI is transforming insurance operations — from boosting efficiency and streamlining workflows to improving customer experiences and driving innovation. Leave with practical strategies to implement in your own organization.

Speaker: Daniel Metcalf

Artificial intelligence is transforming the insurance industry, but how can independent agencies leverage it effectively while staying compliant and secure? This session explores real-world applications of AI to enhance efficiency, improve customer engagement, and drive business growth — with guidance on integrating tools safely while mitigating cybersecurity and compliance risks.